How to take a check payment in the field with Clearent Payments

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When FieldEdge Payments is enabled, users can capture payments manually or automatically. The following guide will detail the check method of payment, while in the field.

Take a Check Payment in the Field

  • Note: FieldEdge uses ACH check payments and does not support Check 21 payment recording. Check 21 takes a picture of the check, disposing of the check number, and not allowing for recurring payments.

While on FieldEdge mobile, navigate to the Complete screen of a Work Order with a due balance.

1. From the Complete screen, choose the blue Payments tab.

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2. On the Balance screen, the top field is which Method of payment you will use. Tap into the field and select the check method of payment.

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3. Once a method of payment has been selected, click the link for Enter Manually.

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 4. Once Enter Manually has been selected, choose if the Account Type is Checking of Savings

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5. Next, provide the Routing#, Account#, and Account Holder NameUFP.CF.5.png

6. Lastly, click the Submit button when you have finished providing the information related to the check payment.

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